Tobi is a Director of Consulting Practice at CBIZ ACI’S TPA Administration.
As a Director of Consulting Practice, Tobi identifies and understands the challenges a client may be facing and problem-solves in a way that provides timely and appropriate, client-focused solutions. She works with our advisors and referral sources to design and implement plans that meet the current, and future, goals of clients.
With over thirty seven years of experience, Tobi focuses on administration, compliance , and merger and acquisition issues. Formerly, Tobi worked as a Director of Client Services. She then joined Actuarial Consultants Inc. which was acquired by CBIZ in 2016. CBIZ Retirement Plan Services has been named one of PLANADVISER’S Top 100 Retirement Advisers multiple years in a row.
As someone who is dedicated to retirement education, Tobi doesn’t miss an opportunity to spread the importance of providing great retirements through her various educational seminars and outside speaking engagements.
In her spare time, Tobi is an accomplished poet with five Pushcart nominations and a Best of the Net nomination. She has had poetry published in journals in the US, UK, Canada, Sweden and Australia, and is the co-editor and co-publisher of a semi-annual national and international journal of poetry and art.
Rankings/recognition by unaffiliated rating services/publications should not be construed as a guarantee of a certain level of results if CBIZ Retirement Plan Services (CBIZ RPAS) is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by media sources are generally based on information prepared by the recognized advisor.